Clark & Stuart, Inc - Portfolio overview

Clark & Stuart, Inc has 55 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Consumer Defensive.

Largest reported holdings by portfolio allocation

  1. MRK - MERCK & CO INC, 8.29%
  2. NYT - NEW YORK TIMES CO MTN BE, 7.69%
  3. JNJ - JOHNSON & JOHNSON, 7.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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